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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,610 | $50,082-70.8% | $93,515-84.4% | $79,856-81.7% |
| Participation rate | 23.1% | 60.9%-37.8pp | 66.8%-43.7pp | 69.6%-46.6pp |
| Annual return | 20.55% | 24.59%-4.0pp | 78.21%-57.7pp | 31.71%-11.2pp |
| Employer contribution / active EE | $615 | $1,303-52.8% | $2,077-70.4% | $2,471-75.1% |
| Participant deferral / active EE | $1,307 | $2,212-40.9% | $3,129-58.2% | $3,741-65.1% |
| Admin fee / account holder | $1,485 | $3,454-57.0% | $5,235-71.6% | $5,306-72.0% |